UTG icon

Reaves Utility Income Fund
UTG

Overview Fund Activity

54 hedge funds and large institutions have $57.2M invested in Reaves Utility Income Fund in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
7
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
YCM
1
Yakira Capital Management
Connecticut
$4.75M
2
WAM
2
Wolverine Asset Management
Illinois
$1.46M
3
CL
3
CSS LLC
Illinois
$844K
4
SG Americas Securities
4
SG Americas Securities
New York
$833K
5
NPC
5
National Planning Corporation
California
$1.82M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.39M
2
U
2
UBS
Switzerland
$1.46M
3
CA
3
Cornerstone Advisors
North Carolina
$7.48M
4
DA
4
Doliver Advisors
Texas
$0
5
Invesco
5
Invesco
Georgia
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisors
North Carolina
$7.48M 298,222 -14,100 -5%
Morgan Stanley
2
Morgan Stanley
New York
$6.83M 272,345 +9,984 +4%
YCM
3
Yakira Capital Management
Connecticut
$4.75M 189,232 +189,232 New
Bank of America
4
Bank of America
North Carolina
$4.39M 174,836 -52,850 -23%
AAM
5
Advisors Asset Management
Colorado
$2.89M 115,043 -5,071 -4%
Wells Fargo
6
Wells Fargo
California
$2.76M 109,851 +1,085 +1%
Invesco
7
Invesco
Georgia
$2.57M 102,274 -5,970 -6%
Cohen & Steers
8
Cohen & Steers
New York
$2.47M 98,391 – –
LPL Financial
9
LPL Financial
California
$2.05M 81,798 -610 -0.7%
AIM
10
Assured Investment Management
New York
$1.87M 74,488 – –
NPC
11
National Planning Corporation
California
$1.82M 72,071 +30,741 +74%
HBWM
12
Hollow Brook Wealth Management
New York
$1.67M 66,488 +16,328 +33%
WHRC
13
W.H. Reaves & Co
New Jersey
$1.57M 62,700 -4,100 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.56M 62,153 -3,079 -5%
U
15
UBS
Switzerland
$1.46M 58,188 -15,705 -21%
WAM
16
Wolverine Asset Management
Illinois
$1.46M 58,120 +58,120 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.15M 45,745 -1,581 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.1M 43,717 -3,534 -7%
CL
19
CSS LLC
Illinois
$844K 33,658 +33,658 New
SG Americas Securities
20
SG Americas Securities
New York
$833K 33,205 +33,205 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$732K 29,184 -1,157 -4%
RJA
22
Raymond James & Associates
Florida
$599K 23,893 +126 +0.5%
FAAS
23
First Allied Advisory Services
California
$577K 22,900 – –
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$439K 17,503 +17,503 New
ISL
25
Ingalls & Snyder LLC
New York
$436K 17,400 – –
1
2 3